DaveManuel.com · Institutional Ownership · Who Owns It
SIMPLIFY EXCHANGE TRADED FUN (HIGH)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
40
Reporting holders
$37.6M
Reported value
0.0%
Calls
0.0%
Puts
-2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | $12.3M | 570,535 | 0.15% | 11q | -3.0%-$378.0K |
| LPL Financial LLC | $5.9M | 270,501 | 0.00% | 11q | -5.3%-$330.6K |
| ENVESTNET ASSET MANAGEMENT INC | $5.3M | 244,573 | 0.00% | 11q | -8.6%-$498.4K |
| OSAIC HOLDINGS, INC. | $2.5M | 114,829 | 0.00% | 13q | -3.8%-$99.4K |
| WealthPlan Investment Management, LLC | $2.1M | 99,386 | 0.11% | 10q | -16.7%-$432.0K |
| OLD MISSION CAPITAL LLC | $2.1M | 97,555 | 0.03% | 4q | +137.3%+$1.2M |
| Legacy Wealth Managment, LLC/ID | $1.3M | 61,667 | 0.55% | 8q | +46.0%+$420.4K |
| WealthPLAN Partners, LLC | $924.2K | 42,726 | 0.18% | 10q | -40.3%-$623.9K |
| TME FINANCIAL, INC. | $866.3K | 40,050 | 0.53% | 7q | -9.5%-$90.7K |
| AE Wealth Management LLC | $597.5K | 27,624 | 0.00% | 11q | -0.9%-$5.7K |
| HRT FINANCIAL LP | $439.0K | 20,331 | 0.00% | new | NEW |
| Summit Financial, LLC | $427.8K | 19,780 | 0.00% | 4q | -39.5%-$279.8K |
| MML INVESTORS SERVICES, LLC | $350.8K | 16,218 | 0.00% | 2q | +24.4%+$68.7K |
| Mosley Wealth Management | $337.0K | 15,580 | 0.11% | 2q | +94.0%+$163.3K |
| Redhawk Wealth Advisors, Inc. | $257.1K | 11,888 | 0.03% | 9q | +1.4%+$3.5K |
| MATHER GROUP, LLC. | $257.1K | 11,886 | 0.00% | 2q | -63.7%-$452.1K |
| PANORAMIC INVESTMENT ADVISORS, LLC | $256.3K | 11,850 | 0.12% | 8q | HELD |
| Integrated Advisors Network LLC | $240.1K | 11,098 | 0.01% | 5q | -17.3%-$50.1K |
| CITADEL ADVISORS LLC | $219.4K | 10,142 | 0.00% | new | NEW |
| IFP Advisors, Inc | $212.7K | 9,835 | 0.00% | 11q | -14.5%-$36.1K |
| Elevated Capital Advisors, LLC | $205.9K | 9,519 | 0.06% | 7q | -43.2%-$156.3K |
| Arax Advisory Partners | $104.9K | 4,848 | 0.00% | 12q | +28.2%+$23.1K |
| LANARK FINANCIAL, INC. | $66.5K | 3,074 | 0.00% | 3q | +251.7%+$47.6K |
| Parkside Financial Bank & Trust | $61.3K | 2,835 | 0.00% | 10q | +1.4% |
| Larson Financial Group LLC | $52.6K | 2,430 | 0.00% | 6q | +1.4% |
| PNC Financial Services Group, Inc. | $51.9K | 2,400 | 0.00% | new | NEW |
| Key Capital Management, INC | $30.4K | 1,405 | 0.02% | 3q | -5.1%-$1.6K |
| Luminist Capital LLC | $29.4K | 1,358 | 0.03% | 7q | -12.3%-$4.1K |
| SouthState Bank Corp | $27.3K | 1,262 | 0.00% | new | NEW |
| BlackRock, Inc. | $22.8K | 1,053 | 0.00% | 2q | +902.9%+$20.5K |
| ROYAL BANK OF CANADA | $14.0K | 660 | 0.00% | 8q | -81.7%-$62.7K |
| HARBOUR INVESTMENTS, INC. | $11.1K | 511 | 0.00% | 10q | +53.5%+$3.9K |
| Steward Partners Investment Advisory, LLC | $9.2K | 425 | 0.00% | 8q | -87.1%-$62.2K |
| UBS Group AG | $8.7K | 400 | 0.00% | 10q | -68.7%-$19.0K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $4.3K | 200 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $2.9K | 133 | 0.00% | 10q | HELD |
| MORGAN STANLEY | $36 | 1 | 0.00% | 11q | HELD |
| Farther Finance Advisors, LLC | $21 | 1 | 0.00% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $20 | 1 | 0.00% | 11q | HELD |
| Lloyd Advisory Services, LLC. | $12 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 9 | $3.1M | 148,610 | 0 | 3 | 4 | 0.0% |
| Q2 2026 | 40 | $37.6M | 1,740,571 | 6 | 11 | 18 | 0.0% |
| Q1 2026 | 42 | $45.2M | 2,115,721 | 6 | 9 | 22 | 0.0% |
| Q4 2025 | 51 | $88.8M | 3,978,716 | 5 | 10 | 23 | 0.0% |
| Q3 2025 | 52 | $119.5M | 5,174,283 | 8 | 24 | 14 | 0.0% |
| Q2 2025 | 57 | $123.3M | 5,105,472 | 10 | 24 | 17 | 0.0% |
| Q1 2025 | 59 | $111.9M | 5,071,166 | 9 | 14 | 27 | 0.0% |
| Q4 2024 | 91 | $177.8M | 7,717,335 | 13 | 30 | 33 | 0.0% |
| Q3 2024 | 86 | $203.0M | 8,654,688 | 17 | 33 | 28 | 0.0% |
| Q2 2024 | 83 | $226.8M | 9,334,295 | 15 | 35 | 24 | 0.0% |
| Q1 2024 | 76 | $225.5M | 9,587,834 | 22 | 29 | 22 | 0.0% |
| Q4 2023 | 59 | $133.1M | 5,449,592 | 41 | 11 | 3 | 0.0% |
| Q3 2023 | 19 | $33.6M | 1,350,677 | 14 | 3 | 2 | 0.0% |
| Q2 2023 | 8 | $14.6M | 584,566 | 7 | 1 | 0 | 0.0% |
| Q1 2023 | 2 | $1.8M | 72,258 | 0 | 2 | 0 | 0.0% |
| Q4 2022 | 4 | $1.3M | 52,624 | 4 | 0 | 0 | 0.0% |